Date: August 2017

4 posts in August 2017

Symphony Financial Planning Advisors to Volunteer at Financial Planning Day

August 24, 2017

Rios and Comella Will Join Other CFP® Professionals in Providing Free Financial Counseling DAVIS, California—August 24, 2017—Symphony Financial Planning today announced that two of its financial planners, Taylor Rios and Heather Comella, will volunteer at the Greater Sacramento Financial Planning Day on October 21. At Financial Planning Day, CERTIFIED FINANCIAL PLANNER™ professionals provide free one-on-one…

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Converting Retirement Savings to Retirement Income

August 24, 2017

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first. Evaluate your needs If you haven’t done so, estimate how…

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Can I Roll My Traditional 401(K) Account Balance Over to a Roth IRA?

August 24, 2017

Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA, as long as you meet certain requirements.* First, you must be entitled to a distribution from your plan. While you can always access your account when you terminate…

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Four Numbers You Need to Know Now

August 24, 2017

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future. 1. Retirement plan contribution rate What percentage of your salary are you contributing to a retirement plan? Making automatic contributions through an employer-sponsored…

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